Today's Idea
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Oct 13, 2026
Tungsten is one of the most important critical minerals you’ve probably never heard of. And in 2026, it’s becoming one of the most consequential…
By Gaalen Engen
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Today's Idea
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Oct 10, 2026
It’s been too long since my last article on Blackrock Silver (TSX-v: BRC) / (OTCQX: BKRRF). With shares below C$1.00, let me reiterate key…
By Peter Epstein
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Today's Idea
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Oct 9, 2026
Global military spending continues to rise with eleven years of consecutive growth. Since 2016, military dollars have climbed ~41% to total a whopping US$2.88…
By Gaalen Engen
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Today's Idea
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Oct 5, 2026
We are early in October and uranium spot prices hover around US$90/lb. Prices have generally strengthened since the end of 2025 and even though…
By Gaalen Engen
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Today's Idea
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Sep 28, 2026
Silver is popping. As of September 24, 2026, it was trading around US$63.49, after trading over US$67 earlier in the week. Yes, still volatile,…
By Gaalen Engen
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Today's Idea
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Sep 27, 2026
There have been a number of recent articles/reports across Substack newsletters regarding Western countries, most notably the U.S., becoming more resilient in NdFeB permanent…
By Peter Epstein
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Today's Idea
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Sep 21, 2026
I bought a football club. Well, to be more accurate, I bought a piece of a football club. Actually, I bought pieces of two.…
By Chris Parry
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Today's Idea
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Sep 20, 2026
Yesterday the U.S. Fed raised interest rates for the first time in three years. This was not unexpected. What might it mean for medium-term…
By Peter Epstein
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Today's Idea
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Sep 16, 2026
The AI boom has caught us all and, whether we want to be or not, it has become inextricably entwined with our lives. At…
By Gaalen Engen
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Today's Idea
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Sep 14, 2026
AI is power intensive and the more compute strength, the more power it needs. The IEA estimates that global data-centre electricity demand will soar…
By Gaalen Engen
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Today's Idea
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Sep 14, 2026
Curaleaf (CURA.T) is in a fight with Aurora Cannabis (ABC.T) and both sides are getting messy. At the root of the fight: Curaleaf made…
By Chris Parry
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Today's Idea
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Sep 10, 2026
There are few phrases in the junior markets more dangerous than “in the coming weeks.” “In the coming months” is another good one. “Soon…
By Chris Parry
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